Plan Snapshot
- Plan Sponsor: Cymstar, LLC
- Sponsor EIN: 412100897
- Sponsor Address: 1501 SW EXPRESSWAY DRIVE, BROKEN ARROW, OK, 74012
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $29.4M | $1.2M | $1.7M |
| 2023 | 165 | $23.4M | $1.1M | $1.4M |
| 2022 | 156 | $18.6M | $1.0M | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STOTTS, ARCHAMBO, MUEGGENBORG & BAR | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,250 | — | $3,100 | — | — |
| 2023 | $2,750 | — | $2,500 | — | — |
| 2022 | $2,700 | — | — | — | — |